Matters By Matter Status Chart

14/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Management > Matters By Matter Status Chart

Purpose: Displays the number and percentage of matters under each matter status throughout the firm. The report facilitates assessing the overall status of the firm's matters and tracking the progress of individual matters.

Report Trigger: The report includes matters created within the specified period that fall within the selected matter type(s) and feature the selected Staff Responsible and Staff Acting. It is important to note that the report excludes archived matters.

Report Filters:

Date Range	Enter or select a Start Date and an End Date to define the reporting period. This filters the results to include only matters created within the selected time frame. NOTE: The creation date of a matter corresponds to its 'Instruction date', which is set under the Calendar & Tasks tab on the matter.
Staff	Staff Responsible: Displays all matters with the selected Staff Responsible. Staff Acting: Displays all matters with the selected Staff Acting.
Matter Type	Displays all matters with the selected matter types.
Expand Row Groups	Select either 'Yes' or 'No' for the 'Expand' option to adjust the level of detail in the 'Breakdown of Matter Status' section of the report.

Report Fields:

Percentage of Matter Statuses (Bar Chart)

This section illustrates the percentage distribution of matter statuses.

NOTE: The percentage figure for a matter status is calculated by comparing the number of matters with the matter status to the total number of matters created during the specified period (excluding archived matters).

Number of Matters by Status (Bar Chart)

This section offers either a summary or a detailed overview of matter status for matters created within the specified period, excluding archived matters.

Breakdown of Matter Status

This section provides either a summary or a detailed overview of matters included in the report:

Summary (Expand set to 'No'): The section displays the number of matters within each matter status and the percentage of each matter status.
Detailed (Expand set to 'Yes'): The section further provides a breakdown of matters under each matter status, with the following matter details:

- Matter No: Matter number.

- Client: Client cards.

- Matter Type: The matter type.

- Staff Responsible: The staff responsible.

- Staff Acting: The staff acting.

Last Modified Date

14/05/2025 12:13 pm

Title

Matters By Matter Status Chart

URL Name

Matter-Status-Chart-Report-NZ

Resolution